Senior Managed Account Trader Expert

6 days ago


Vancouver, British Columbia, Canada Disability Solutions Full time
About the Role

At Disability Solutions, we are seeking a skilled Senior Managed Account Trader Expert to join our team. This is an exciting opportunity to leverage your expertise in discretionary account trading and model-based approaches.

Key Responsibilities
  • Monitor email for incoming trade instructions from 3rd party managers on the SMA program as well as internal portfolio managers.
  • Update models and generate trades for market execution while coordinating with the trading desk on larger orders.
  • Query for daily asset movement on the SMA program and amalgamate bulk trading lists for market execution.
  • Calculate foreign exchange exposure and arrange for rates on all cross-currency transactions.
  • Identify and rebalance accounts with excess cash on a quarterly basis.
  • Perform quality control checks on trades.
  • Download and distribute weekly/monthly reports.
  • Assist with various projects and initiatives related to fee-based accounts.
  • Assist with a variety of other duties related to all fee-based platforms.
About Us

Our company is committed to providing high-quality investment products and services to Canadians. We are a leading independent investment dealer, dedicated to delivering exceptional results for our clients.

Benefits
  • We offer a competitive compensation package, including a salary range of $60,000 - $70,000 per year.
  • A comprehensive benefits program, including health benefits, RRSP matching, and tuition reimbursement.
  • A collaborative and supportive work environment.
  • The opportunity to grow professionally and inspire others.


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